CMCSA Comcast Corporation Class A

Comcast Offers Thousands of Grants, Equipment, Marketing and Technology Resources to Small Businesses Hardest Hit by COVID-19

Comcast Offers Thousands of Grants, Equipment, Marketing and Technology Resources to Small Businesses Hardest Hit by COVID-19
EN
13/10/2020

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Reports on Comcast Corporation Class A

Jonathan Chaplin
  • Jonathan Chaplin

Updating Price Targets for One Big Beautiful Bill Act

We have updated the price targets for our coverage as a result of the passage of the One Big Beautiful Bill Act. Prior to the bill becoming law, we had already added the value of tax reform to our price targets on a probability-weighted basis. We have now increased the probability from 75% to 100%.

Jonathan Chaplin
  • Jonathan Chaplin

CMCSA quick hit: Comcast continues to make the right pricing moves

After launching 5-year price guarantee plans in April, Comcast has now announced some tweaks to plans that are discounted for one year, and to rack rates. These announcements are less meaningful than the 5-year plans, though they continue to inch gradually in the right direction. Our quick thoughts in this brief note.

Blair Levin
  • Blair Levin

Rethinking BEAD 2.0 as States Rethink Their Options

Earlier this month, as expected, Secretary of Commerce Lutnick released new rules for BEAD, requiring all the states to rebid and prioritizing the lowest cost option. Our initial reaction was that the new rules would shift funds from fiber to satellite, a negative for wired providers including CMSCA, CHTR, T, and VZ/FYBR. We still think that but in talking to numerous stakeholders, that magnitude of the shift may be less than we initially thought. In this note we examine two themes that have ...

Blair Levin ... (+2)
  • Blair Levin
  • Jonathan Chaplin

Mobile and broadband pair trades to consider this summer

While we have been intensively focused on such things as a Presidential intervention to prevent a Chapter 11, we admit that our mind occasionally drifts to thoughts of summer. So to help others who may have similar thoughts, we thought, in honor of summer beginning, we should provide our thoughts as to which alcohols pair best with the purchase of the stocks we cover (actually, we just asked ChatGPT and, given its attitude about intellectual property, we have no fears about just cutting and pas...

Jonathan Chaplin
  • Jonathan Chaplin

A closer look at Cox footprint

We’ve been getting questions from clients about competitive dynamics in Cox’s markets after Charter announced its acquisition. In this note, we use Broadband Insights to explore the fiber competition in Cox’s markets today and in the future, who the largest competitors are, and market demographics.

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